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Prosperity Wealth Advisors
Wealth Events
A wealth event brings with it complexities that touch us emotionally and financially. Prosperity Wealth Advisors is here to help with the process of managing your wealth event.
What is a wealth event? It is the receipt of a substantial sum of money as the following:
- Substantial Inheritance
- Winning a lottery
- Legal settlement
- Lump Sum Retirement/Pension payout
- Sale of Real Estate/Family business/Closely held business
or
- Other family assets
- Exercising stock options
- Capital markets transaction, like an initial public offering
- Divorce
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